Active clients184+12 this month
Tuesday, October 6
Preparation dashboard
2025 individual returns across your firm workspace.
In preparation379 updated today
Open points266 assigned to you
Ready for review83 due this week
Blocking errors5Across 4 returns
Work queue
Returns requiring preparation or review action
| Client | Tax year | Status | Preparer | Reviewer | Open points | Blockers | Last updated | Open |
|---|---|---|---|---|---|---|---|---|
| JS&JSJohn Sample & Jane Sample000123 · ***-**-•••• | 20251040 | Changes Requested | Maya Chen | David Ross | 0 | 14 | Oct 17, 6:07 AM |